Weatherly Asset Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy	795 +17	+2%	+$4.64K	0.02%	176
2025 Q1	$209K	Sell	778 -35	-4%	-$9.39K	0.02%	175
2024 Q4	$272K	Buy	813 +35	+4%	+$11.7K	0.02%	157
2024 Q3	$213K	Buy	+778	New	+$213K	0.02%	177